您在此处:
通过 AI 建议的操作加快会议跟进
在会议脚本可用后,Salesforce 移动应用程序会直接在事件记录上显示会议摘要、重要决策和上下文后续步骤。您可以查看后续建议,例如发送请求的材料、更新业务机会或安排其他会议。
在会议脚本可用后,Salesforce 移动应用程序会直接在事件记录上显示会议摘要、重要决策和上下文后续步骤。您可以查看后续建议,例如发送请求的材料、更新业务机会或安排其他会议。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited 和 Agentforce 1 Sales Edition。 |
此功能需要 Einstein 对话见解 (ECI) 和以卖方为中心的移动体验。
请确保您已启用面对面会议助手:
从“设置”下拉列表中选择Salesforce 转到 Einstein 对话见解功能。
打开面对面会议切换。
请确保您的移动应用程序配置启用了新的卖方体验 (Sales Cloud Mobile)。
从要为其捕获备注的会议详细信息页面中,选择建议的操作。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.